Financial planning tailored to your goals

The Daugherty Group

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Steven Daugherty Profile Photo

    Steven Daugherty, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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    Always a take charge person, Steve enlisted in the Unites States Marine Corps after graduating High School. Subsequent to his service, Steve worked his way through undergraduate and graduate school.

    During a successful career at the Bell System, Steve realized his goals were more in tune with the entrepreneurial spirit of the financial services industry. In 1998, Steve founded the Daugherty Group at Morgan Stanley and moved the group to UBS Financial Services in 2007 to take advantage of UBS's focus on delivering comprehensive wealth management solutions to clients.

    Today at UBS, Steve and his team provide strategic financial planning, critical retirement income planning and investment management for entrepreneurs, executives, successful professionals and their families. One of Steve's top priorities in his practice is to help clients build an investment strategy designed to maintain rising income and purchasing power so they can retire comfortably and independently. He is committed to helping families save and invest for their children's and grandchildren's education.

    Steve believes strongly in his investment philosophy and the strategies that he recommends to his clients. Every investment is carefully selected to follow the directions of a well-designed comprehensive financial plan.

    • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Benedictine University , MBA
    • Certified Investment Management Analyst®
    One Tower Lane
    Oakbrook Terrace Tower, Suite 1700
    Oakbrook Terrace, IL 60181
  • Kevin Daugherty

    Kevin Daugherty

    Senior Vice President–Wealth Management

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    "The process always starts with a comprehensive wealth management plan."

    Kevin has had exposure to the wealth management industry his entire life.  He grew up watching his father build personal relationships with clients and their families and aspired to do the same. After graduating from Arizona State University in 2006, Kevin joined the industry as a Wealth Planning Analyst.  In this role, he supported over 150 financial advisors and cultivated a strong foundation for planning and communication allowing him to refine his own practice.

    Today as a Wealth Advisor and Senior Vice President at UBS, Kevin is committed to helping clients build and manage their wealth with their overall objectives in mind. He continues to focus on planning and views the relationships that he cultivates with his clients as a partnership. He is proud to serve a limited number of clients that include business owners, physicians, attorneys and young professionals.

    Personal Life

    Equally dedicated to his community, Kevin is a member of the Lekotek Ambassador Board, a local non-profit that helps children with disabilities.  Outside the office, Kevin enjoys golf, traveling and running.

    • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019, 2022The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Arizona State University
    • Pompeu Fabra University
    • Wealth Advisor
    One Tower Lane
    Oakbrook Terrace Tower, Suite 1700
    Oakbrook Terrace, IL 60181
  •  Christen Plotkin

    Christen Plotkin, AWMA

    Authorized Officer

    Financial Advisor Associate

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    Christen discovered her passion for helping others, particularly when it comes to their wealth, early on and has been committed to UBS for over a decade. As a partner and financial advisor with The Daugherty Group, her goal is to help individuals and their families achieve optimal results through an organized, coordinated and collaborative approach. She truly values the trust that clients place in her to do so.

    The foundation of each client relationship is built with the understanding of one’s unique set of concerns and aspirations. Beyond helping clients make smart decisions about their investments she focuses on identifying tax mitigation, wealth transition, asset protection and charitable giving strategies. To help manage her client's wealth, Christen calls upon The Daugherty Group’s decades of experience, expertise from a network of trusted professionals and the capabilities of UBS – one of the world’s largest wealth management firms.

    Personal Life 

    During her free time she enjoys exploring new restaurants, playing tennis, cooking and traveling. She is frequently found cheering on the DePaul University Men’s Soccer team where her husband, Mark, is the team’s head coach.

    She is an active Associate Board member for Urban Initiatives, an organization that focuses on providing Chicago youth with opportunities to grow and learn, especially in academics, health, social-emotional learning and leadership development through the game of soccer.

    • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • DePaul University, Bachelor's of Science in Finance, Honors Finance Cohort
    • Accredited Wealth Management Advisor℠
    Financial planning
    Education planning
    Legacy planning
    Long-term care planning
    Investing
    Sustainable investing
    Women investors
    Business owners
    One Tower Lane
    Oakbrook Terrace Tower, Suite 1700
    Oakbrook Terrace, IL 60181
  • Mark Schuurman

    Mark Schuurman, CFP, AWMA

    Wealth Strategy Associate

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    Mark joined UBS in 2008 and has over 13 years of industry experience. Currently as a Wealth Strategy Associate, Mark has a particular focus on portfolio analytics which involves developing and monitoring client portfolios. He also assists in developing goal-based financial plans and identifying advanced planning solutions for clients.  He has continued to hone his skills and experience by obtaining the Certified Financial Planner™ (CFP®) certification and the Accredited Wealth Management Advisor℠ (AWMA®) designation and is trained to help clients develop strategies to reach their financial goals.

    Personal Life 

    In his spare time, Mark enjoys trying new restaurants with his wife, exercising, traveling and rooting for his hometown Detroit sports teams.

      • Northern Illinois University , Bachelor of Science - Finance : 2004 - 2008
      • CERTIFIED FINANCIAL PLANNER™
      • Accredited Wealth Management Advisor℠
      One Tower Lane
      Oakbrook Terrace Tower, Suite 1700
      Oakbrook Terrace, IL 60181
    • Molly Coleman

      Molly Coleman

      Team Administrator

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      “Building a good customer experience does not happen by accident. It happens by design and with intent.”

      As a Wealth Management Associate with the Daugherty Group she is constantly connected to clients and their changing needs by delivering relevant information and insights. Molly is committed to identifying and providing access to sophisticated ideas and opportunities.   She aspires to deliver the answers you need and the service you deserve.

      The Daugherty Group's investment approach begins by working with clients to identify their long-term goals and understand the nature of their existing asset base. Throughout her career she has helped clients navigate multiple market cycles and corrections. Molly seeks to develop deep relationships with clients and contribute to the strategic plan to achieve their long term goals .

      Personal Life 

      Outside of work, Molly is passionate about making a difference in her community.  She participates in volunteer opportunities with Northern Illinois Food Bank, Special Olympics of Illinois and Misericordia. She along with her husband and three children are active members of St. Michael Church in Wheaton .

        • Marquette University School of Business, Bachelors of Science in Human Resource and Economics
          One Tower Lane
          Oakbrook Terrace Tower, Suite 1700
          Oakbrook Terrace, IL 60181
        • Mary Veenstra

          Marianne "Mary" Veenstra

          Client Associate Senior

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          Marianne joined UBS in 2020 and serves as a Registered Client Service Associate.  She is responsible for managing client accounts, cash flow needs, account opening and trade support.

          Marianne's reliability, energy and proven skills brought her to The Daugherty Group and she also brings it to each interaction that she has within her role.  

          Person Life 

          In her free time Marianne enjoys spending time with her family, reading traveling and attending concerts.

           

                One Tower Lane
                Oakbrook Terrace Tower, Suite 1700
                Oakbrook Terrace, IL 60181

              A focus on personalized access and service

              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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              Seek returns and drive change through sustainable investing

              Your values define you. But do your investments reflect who you are? As a global leader in sustainable investing, we can help your portfolio align with your principles, while seeking returns.

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              As of 12/31/2022

              51 countries

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